1616 Metropolitan Circle, Suite C
Tallahassee, FL 32308

171 Highway 98 West, Suite K
Eastpoint, FL 32328

(By Appointment Only)




Our Team


  President / Wealth Advisor

Upon graduating from Florida State University with a Bachelor of Finance and Marketing degree, I took a position with Morgan Stanley.  After four and half successful years, I was offered an opportunity with AmSouth Bank to start the Private Banking Group in the Tallahassee, Florida area.  As Vice President of Private Banking, this opportunity allowed me to take a more holistic approach to Wealth Management.  In 2007, the territory I was responsible for increased due to the merger of AmSouth and Regions Banks.  During my tenure with AmSouth and Regions Banks, I won the coveted Chairman's Club award three times.

With over 15 years in the financial services industry, I have been able deepen my level of knowledge of the Financial Markets in an ever changing environment.  Additionally, I have been able to form some great client relationships and friendships along the way.

Most recently, in 2012, I opened Private Wealth Management & Consulting, LLC.  Our firm is completely independent, so our loyalty belongs to you, our clients, not a parent company.  This allows us to take the time required to really get to know you and your specific situation.

I would love the opportunity to sit down and discuss with you how I can meet your Wealth Management needs.

Accredited Investment Fiduciary ®

Holds Series 7 (General Securities Representative), 65 (Uniform Investment Advisor Law Exam) & 66 (Uniform Combined State Law Exam), as well as, Life, Health and Variable Annuity.





Vice President/ Wealth Advisor

As a financial professional and active member of his community, Mark's education, experience and professional affiliations have fostered his practical approach to providing wealth management and tax advice for his clients. Being a Certified Public Accountant, Personal Financial Specialist, and Accredited Wealth Management Advisor with over twenty years experience, Mark is well positioned to assist with all aspects of a client's financial needs.

After growing up in Tallahassee, attending Florida State University and working for a local CPA firm, Mark and his wife Heather moved to Apalachicola. Over the next eighteen years' Mark built a successful accounting and wealth management firm. In 2018 he merged his wealth management practice with Private Wealth Management & Consulting, LLC and opened a second office in Tallahassee. He still maintains a tax and wealth management office in Eastpoint, Florida.


  • Certified Public Accountant in State of Florida
  • Bachelor of Arts in Accounting from Florida State University
  • Bachelor of Arts in Finance from Florida State University
  • Personal Financial Specialist (PFS) Designation, American Institute of CPAs
  • Accredited Wealth Management Advisor (AWMA) Designation, College for Financial Planning


  • Member, Florida Institute of Certified Public Accountants
  • Member, American Institute of Certified Public Accountants
  • Member, FSU Foundation Giving Planning Council
  • Member, Tallahassee Regional Estate Planning Council
  • Board Member, Childrens Home Society of Florida, North Central Division (Chairman 2015-2017)
  • Treasurer, Apalachicola Bay and River Keeper
  • Former Member, Apalachicola Bay Rotary Club (Past President)
  • Former Board Member, Apalachicola Bay Chamber of Commerce (President in 2002, 2009 & 2011)
  • Former Board Member, George E. Weems Memorial Hospital (2006-2009)

Cell: (850) 519-4902






Marketing & Events Coordinator

Jenna is responsible for the management and coordination of all marketing and events of Private Wealth Management & Consulting, LLC.  This responsibility includes conducting research, maintaining contact databases, development of collateral tools and marketing materials.  Through various forms of media, Jenna uses her expertise to effectively brand Private Wealth Management & Consulting, LLC throughout the community.

After several years working with the State of Florida, Jenna chose to stay home with her three daughters full time.  As they grew older, Jenna used her passion for marketing and design and opened her own business, Knowles Staging & Enhancements.  Jenna's talents did not go unnoticed in the community.  Multiple real estate agents contracted her on a regular basis to consult and stage homes they were selling.  Their success rate, when utilizing her talents, was unprecedented.  In 2012, when Private Wealth Management & Consulting, LLC was formed, Jenna made the decision to place her full attention to help develop the firm.

Office: 850-692-2500



Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck